The best ideas are sometimes overlooked. That’s what Merrill financial advisor Alexandra Valdes discovered. Valdes, who is first vice president with The Valdes Group, a 24-person Merrill Private ...

Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. Some $14 trillion is expected to change hands as baby boomer entrepreneurs ...

If you’re considering using a HELOC, here’s how to decide if it makes sense for your financial situation. A home equity line of credit (HELOC) can be a valuable tool – for the right homeowners. When ...

There’s only one thing you need to bring to a storytelling meeting for The Statement — a really good idea. A really good idea is something topical, something unique. You need to pluck the idea when it ...

Debt consolidation can simplify your finances and potentially lower your interest rate. There may be upfront costs that can offset potential savings. People with good credit may qualify for better ...

There is no doubt that Bermuda has a plethora of issues to tackle — our cost of living, crime, healthcare costs, housing crisis, and pension concerns just to name a few. There is no doubt our larger ...